Announced during the prize-giving ceremony held last night in Zurich, the awards recognise the best independent Swiss asset management companies, selected through a rigorous process for their “innovation and excellence in 2022” by a panel of experts. The independent jury comprises specialist consultants, representatives of custodian banks and technology solution providers, as well as other industry experts.

In the case of Forum Finance, the panel of judges highlighted: “that the successful onboarding of the next generation of managers and client-facing people have allowed the implementation of excellent strategies which have enabled the company to grow its assets under management and become a leading EAM”. The judges also mentioned that they were “impressed by Forum Finance’s ability to provide specific wealth planning services to families and their Next Generation. Furthermore, the firm has put a lot of effort into hiring the right people to deliver on wealth planning and structuring issues”. With regard to the Servicing North American Clients award, they said: “the winner combines traditional asset management with specific US client services. With their qualifications to manage life assurance policies, together with providing an inhouse international wealth planner makes them a strong partner for US clients. A worthy winner”.

Indeed, having anticipated the changes in the asset management industry, Forum Finance has strengthened its structure and organisation over the last few years, as evidenced by the CISA licence granted by FINMA in 2015 and its registration as investment adviser with the US SEC in 2016. In addition, Forum Finance continues to invest in its research, investment management and wealth advisory resources, as well as in technology, enabling it to respond effectively to the changing needs of its clients.

Hippolyte de Weck, Managing Partner and CEO of Forum Finance, stated: “We are truly honoured to have been awarded these highly regarded industry accolades. Winning all these awards is most rewarding! It is a real testament of our collaborative and equitable corporate culture and our ability to attract great new talent. New talent also brings new ideas and new skills. Two of the awards this year clearly demonstrate that: best Wealth Planning team and Next-Gen program. These were a direct result of us hiring a dedicated wealth planner who is inherently also focussed on the next generation.”

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Founded in 1994 in Geneva, Forum Finance offers private banking and asset management services to a high-end global clientele. It has 25 employees who manage and supervise around CHF 2 billion. The company is authorised under the CISA licence by FINMA and is registered with the SEC as investment adviser.

Announced during the prize-giving ceremony held last night in Zurich, the awards recognise the best independent Swiss asset management companies, selected through a rigorous process for their “innovation and excellence in 2021” by a panel of experts. The independent jury comprises specialist consultants, representatives of custodian banks and technology solution providers, as well as other industry experts.

In the case of Forum Finance, as Stephen Harris, CEO of ClearView Financial Media and Editor of WealthBriefing, explains: “the judges were impressed that Forum Finance has been not only visionary in its development path but also extremely consistent as a foundation for their growth and success”. Another judge added, “Since its inception in 1994, Forum Finance has put in place measures to favour the sustainable growth of the company. They have been proactive in their approach. Forum Finance has today AuMs of over CHF2 bn”. Finally, a third panellist said, “It’s a success story in terms of the company succeeding to double their AUM in 5 years and being in the top of 50 EAMs in Switzerland in the Citywire ranking. Anticipating a fast-evolving environment, they have demonstrated their ability to adapt their business model and to continue their growth.”

Indeed, having anticipated the changes in the asset management industry, Forum Finance has strengthened its structure and organisation over the last few years, as evidenced by the LPCC licence granted by FINMA in 2015 and its registration as investment adviser with the US SEC in 2016. In addition, Forum Finance continues to invest in its research, investment management and wealth advisory resources, as well as in technology, enabling it to respond effectively to the changing needs of its clients.

Etienne Gounod, Managing Partner and CEO of Forum Finance, stated: “We are very honoured by this double recognition, which crowns more than 25 years of efforts to build a company capable of meeting the expectations of a demanding private clientele, looking for personalised solutions and a very attentive service. We are particularly pleased to see the quality of our investment teams and our investment process recognised, as the ability to generate superior performance is a key success factor in developing and protecting our clients’ wealth.”

For additional information, please contact :

Founded in 1994 in Geneva, Forum Finance offers private banking and asset management services to a high-end global clientele. It has 20+ employees who manage and supervise more than CHF 2 billion in assets. The company is regulated and supervised by the FINMA under the CISA licence and is registered with the SEC as investment adviser.